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FOFA
Policy & Regulation
A consulting firm predicts many financial planning practices and dealer groups will fail to get FOFA-ready....
Financial planning
Financial planning groups will lose the presumption of innocence where volume rebates are concerned....
Accounting
Accountant/planners in rural areas are likely to forgo their professional accounting body membership if the APES 230 standards are introduced, according to Kenyon Partner...
Financial planning
The prolonged lull in investments markets, coupled with the pressure to comply with the new regulatory regime, is taking its toll on some planners' mental health....
Editorial
A Money Management/Association of Financial Advisers forum dealing with the Financial Services Council’s framework on life/risk remuneration uncovered strong feelings and...
Financial planning
A number of business development managers who have been made redundant by financial services institutions are struggling to find their way back into the industry....
Superannuation
The decision of most investors to hoard cash for the past few years was no surprise, but as Damon Taylor reports, the SMSF investment story might be starting to change....
Financial planning
By putting estate planning at the heart of their business, planners can ensure the long-term sustainability of their client base while also fully satisfying the requireme...
Editorial
The financial planning industry is a diverse organism not well understood by the media and other industry outsiders and advisers need to remember this....
Editorial
Bill Shorten has fuelled criticisms of the Government from within the financial services sector by appearing to pre-empt the findings of the Productivity Commission....
Financial planning
ASIC has monitored more than 3,300 providers of financial advice over the past year, dedicating 29 staffers to the surveillance....
Financial planning
Following Vow Financial Wealth's entry into a joint venture with a financial planning firm in May last year, Vow is clearly focussed on attracting more mortgage brokers, ...
Editorial
The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....
Policy & Regulation
Most financial planning principals have felt the need to reduce costs within their businesses, according to a survey conducted by Money Management....
People & Products
Former Millennium3 Financial Services executive director of advice and advocacy Sean Graham has joined Mills Oakley Lawyers' financial services practice....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...